Job summary
Company overview
Legacy Advisors is a privately held, independent financial advisory firm specializing in wealth management, investment planning, and succession strategies for high-net-worth individuals, families, and business owners. The company generates revenue primarily through advisory fees, asset management, and consulting services related to estate planning and business transitions. Founded in 1999 and headquartered in Philadelphia, Legacy Advisors has built a reputation for personalized service, multi-generational planning, and a client-centric approach. The firm emphasizes long-term relationships and often collaborates with legal and tax professionals to deliver comprehensive financial solutions. Candidates should be aware of its strong regional presence, commitment to fiduciary standards, and focus on tailored strategies for complex financial needs.
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